Phoenix Wealth Advisors JMST Holdings History
Phoenix Wealth Advisors's JPMorgan Ultra-Short Municipal Income ETF Holding Summary
As of 2025-03-31, Phoenix Wealth Advisors held 180,633.00 shares of JPMorgan Ultra-Short Municipal Income ETF(JMST), totaling $9.19 Mil. This investment constitutes 4% of their stock portfolio, and Phoenix Wealth Advisors now holds 0.25% of the outstanding JPMorgan Ultra-Short Municipal Income ETF(JMST) stock.
The initial trade took place in 2024Q3. And since then Phoenix Wealth Advisors has made 1 purchases of JMST, at an average price of $50.83, for a total of 184,302.00 shares. In addition, there have been 2 sales at an average price of $50.80 for 3,669.00 shares. Based on historical transaction data and JMST's current price of $50.92, Phoenix Wealth Advisors's estimated gain on his JMST holdings is $15,259.96, reflecting a 0.16% gain to date.
Phoenix Wealth Advisors JMST ($50.92) Holding Chart
Phoenix Wealth Advisors JMST ($50.92) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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